FII(SH:601138) Zheng Quan Ri Bao Wang·2025-10-20 11:56Core Viewpoint - Foxconn Industrial Internet Co., Ltd. (referred to as "Industrial Fulian") announced a cash dividend distribution plan for the first half of 2025, reflecting its commitment to shareholder returns through substantial dividends and share buybacks [1][2]. Group 1: Dividend Distribution - The company plans to distribute a cash dividend of 3.3 yuan (including tax) for every 10 shares, totaling approximately 6.551 billion yuan (including tax) based on 198.5 billion shares [1]. - Industrial Fulian has consistently returned over 10 billion yuan in dividends for three consecutive years, with a total dividend payout of 56.54 billion yuan since its listing in 2018 [1]. Group 2: Financial Performance - In the first half of 2025, Industrial Fulian achieved a revenue of 360.76 billion yuan, a year-on-year increase of 35.58%, and a net profit of 12.113 billion yuan, up 38.61%, both reaching historical highs for the period [2]. - The second quarter of 2025 marked the first time the company’s quarterly revenue exceeded 200 billion yuan, reaching 200.345 billion yuan, with a net profit of 6.883 billion yuan, reflecting a year-on-year growth of 35.92% and 51.14% respectively [2]. Group 3: Market Trends - The strong performance is attributed to the robust growth in AI-related businesses, with major overseas cloud providers increasing capital expenditures, indicating sustained demand for AI infrastructure [2]. - The AI infrastructure sector is expected to continue as a high-growth investment theme, with industry players likely to exceed performance expectations [2].